# Patent

## Title
Digital recording of IP based distributed switching platform

## Abstract

A system and method for recording and/or otherwise monitoring IP multimedia sessions. The present invention features a recording and/or monitoring device, referred to hereinafter as “a recording device” for the purposes of clarity only and without any intention of being limiting. The recording device is a participant in the IP multimedia session, although preferably the recording device only receives data for recording and/or otherwise monitoring the session. Therefore, the IP multimedia session is preferably a multi-user session, such as a “conference call” for example, even if data is being provided for recording from only one of the participants in the session.

## Background
FIELD OF THE INVENTION
The present invention relates to a system and a method for recording voice and other data passed through IP multimedia sessions, and in particular, for such a system and method in which recording is triggered with the recording device as a participant in the session.
BACKGROUND OF THE INVENTION
Telecommunication is an important aspect of interactions between individuals, as it enables individuals to communicate without being physically present in the same location, thereby potentially increasing the possibilities for cooperation between such individuals. Simultaneously, an increasing number of telecommunication sessions are being monitored and/or recorded, for example for quality assurance at a “help desk” or other customer support center or service.
Previously, such monitoring or recording was relatively simple in the background art. For example, telephone calls may typically be passed to the individual through a PBX (public exchange) switch or CO (central office), which features a central switching matrix. All telephone calls passing this switch would therefore pass through the central matrix, such that integration of the recording and/or monitoring equipment with the central matrix would enable all such telephone calls to be recorded and/or monitored.
Unfortunately, monitoring and/or recording such telephone calls through the IP multimedia session protocols is not as simple. First, the session is multimedia, such that it may combine two or more different types of data. Second, the session does not pass through a central switching matrix, as IP communication does not feature such a matrix. Thus, such communication is relatively diffuse, even across a WAN (wide area network) or LAN (local area network).
The situation is further complicated by the topology of the IP network, which consists of switch boxes, routers and bridges, and which may prevent any recording and/or monitoring system from accessing such communication sessions that are routed on different network segments. In addition, encrypted sessions add a further element of complexity, as access to such sessions is typically only granted to participants, as only participants have access to the necessary information to decrypt the encrypted session.
SUMMARY OF THE INVENTION
The background art does not teach or suggest a solution to the problem of collecting information about an interactive session over an IP network. The background art also does not teach or suggest a solution to the problem of monitoring and/or recording IP multimedia sessions. In addition, the background art does not teach or suggest a solution to the problem of monitoring and/or recording IP multimedia sessions that are routed on different network segments.
The present invention overcomes these problems of the background art by providing a system and method for recording and/or otherwise monitoring IP multimedia sessions. The present invention features a recording and/or monitoring device, referred to hereinafter as “a recording device” for the purposes of clarity only and without any intention of being limiting. The recording device is a participant in the IP multimedia session, although preferably the recording device only receives data for recording and/or otherwise monitoring the session. Therefore, the IP multimedia session is preferably a multi-user session, such as a “conference call” for example, even if data is being provided for recording from only one of the participants in the session. This implementation of the present invention, as described in greater detail below, overcomes such drawbacks of the background art as the inability to otherwise decrypt encrypted sessions, and recording across network segments.
Hereinafter, the term “separate network portion” includes any separate portion or network across which recording is performed, such as a different network segment and/or network for example.
According to a preferred embodiment of the present invention, the recording device is present on a network with a conference control unit, such as a MCU (multi conference unit) for example. Hereinafter, the term “conference” is used to refer to any multi-participant session, even if only two participants are present, one of which is the device of the present invention. The conference control unit either receives a request to initiate the conference call (multimedia session) from the recording device of the present invention and/or from one of the participating IP communication devices, and/or from some other component on the network. Examples of such communication devices include, but are not limited to, IP telephony devices, “smart” IP telephones and computational devices which include an IP telephony component.
According to another optional but preferred implementation of the present invention, the recording device is the NiceLogTM product of Nice Systems Ltd of Ra'anana, Israel.
Hereinafter, the term “computational device” refers to any type of computer hardware system and/or to any type of software operating system, or cellular telephones or any type of hand-held device such as a PDA (personal data assistant), as well as to any type of device having a data processor and/or any type of microprocessor, or any type of device which is capable of performing any function of a computer.
For the present invention, a software application or program could be written in substantially any suitable programming language, which could easily be selected by one of ordinary skill in the art. The programming language chosen should be compatible with the computational device according to which the software application is executed. Examples of suitable programming languages include, but are not limited to, C, C++ and Java.



BRIEF DESCRIPTION OF THE DRAWINGS
The invention is herein described, by way of example only, with reference to the accompanying drawings, wherein:
FIG. 1 is a schematic block diagram of an exemplary system according to the present invention;
FIG. 2 is a flowchart of an exemplary method according to the present invention for recording and/or otherwise monitoring IP multimedia sessions;
FIG. 3 is a flow diagram of an optional flow of operations according to the present invention;
FIG. 4 is a schematic block diagram of a second exemplary system according to the present invention; and
FIG. 5 shows a flowchart of another exemplary method according to the present invention, with regard to the implementation of the present invention with a “hunt group”.



DESCRIPTION OF THE PREFERRED EMBODIMENTS
The present invention is of a system and method for recording and/or otherwise monitoring IP multimedia sessions. The present invention features a recording and/or monitoring device, referred to hereinafter as “a recording device” for the purposes of clarity only and without any intention of being limiting. The recording device is a participant in the IP multimedia session, although preferably the recording device only receives data for recording and/or otherwise monitoring the session. Therefore, the IP multimedia session is preferably a multi-user session, such as a “conference call” for example, even if data is being provided for recording from only one of the participants in the session.
Optionally, only a portion of all such multimedia sessions are recorded, although alternatively, all such sessions are recorded. The recording device may optionally receive a command for determining when a session is to be recorded. Alternatively, the recording device may receive data for all such sessions, but may preferably only record certain sessions. More preferably, a scheduler determines whether the session should be recorded, which may optionally be located with the recording device but alternatively is separated on the network.
According to a preferred embodiment of the present invention, the recording device is present on a network with a conference control unit, such as a MCU (multi conference unit) for example. Hereinafter, the term “conference” is used to refer to any multi-participant session, even if only two participants are present, one of which is the device of the present invention. The conference control unit receives a request to initiate the conference call (multimedia session) from the recording device of the present invention and/or from one of the participating IP communication devices, and/or from some other component on the network. Examples of such communication devices include, but are not limited to, IP telephony devices, “smart” IP telephones and computational devices which include an IP telephony component.
According to another optional but preferred implementation of the present invention, the recording device is the NiceLogTM product of Nice Systems Ltd of Ra'anana, Israel.
According to other optional but preferred embodiments of the present invention, the IP multimedia session may also include one or more non-IP telephony devices, such as a telephone device communicating through the PSTN (public switched telephony network). For this embodiment, the system of the present invention preferably features a gateway for receiving such communication and for enabling the data to be passed to other components of the present invention, including but not limited to the recording device.
According to another optional but preferred implementation of the present invention, the system and method of the present invention are enabled for “hunt groups”, which use a plurality of virtual telephone numbers rather than fixed telephone lines that are reserved for particular telephone numbers. Hunt groups are well known in the art; one example of a suitable reference is found in “Newton's Telecom Dictionary”, 16th Expanded & Updated Edition, by Harry Newton (published in 2000, by Telecom Books; page 414), which is incorporated by reference as if fully set forth herein. Hereinafter, the term “hunt group” refers to any type of virtual or non-fixed telephone extension systems, in which a central control unit of some type, such as the gatekeeper of the present invention, determines the physical extension which is used.
The present invention may also optionally be implemented with a number of well known protocols in the background art for multimedia IP sessions, including but not limited to H.323, RTP (real time protocol), RTCP (real time control protocol), H.225 and H.245; as well as CODECs for encoding/decoding the multimedia data for such sessions, including but not limited to, G.711, G.723, G.722, G.728, H.261 and H.263; all of which are hereby incorporated by reference as if fully set forth herein. In addition, references may be found at http://www.normos.org/ietf/rfc/rfc1889.txt as of Aug. 17, 2001, which are also hereby incorporated by reference as if fully set forth herein, including all links and other data/Web pages found at the Web site. Further information may also be found in U.S. Pat. No. 6,122,665, issued Sep. 19, 2000, which is also incorporated by reference as if fully set forth herein.
The principles and operation of the method according to the present invention may be better understood with reference to the drawings and the accompanying description. It should be noted that the present invention is described with regard to IP telephony for the purposes of clarity only and without any intention of being limiting.
Referring now to the drawings, FIG. 1 shows an illustrative system 10 for recording and/or otherwise monitoring an IP communication session, which may optionally be a multimedia session. The session may optionally be initiated at any one of an IP telephone 12 on a LAN (local area network) 14; an IP telephone 16 on a WAN (wide area network) 18; and a telephony device 20 communicating through a PSTN (public switched telephony network) 22. Examples of suitable IP telephones include but are not limited to, VIP 30 or SP+12 (Cisco Inc., San Jose, Calif., USA). Preferably, the actual handling of the session is slightly different for each of these different initiating devices, as described in greater detail below.
As shown, LAN 14 features a recording device 24. According to another optional but preferred implementation of the present invention, recording device 24 is the NiceLogTM product of Nice Systems Ltd of Ra'anana, Israel. This product features a monitor for monitoring activity through voice telephony on an IP network. Although the activity is monitored through voice telephony protocols, other types of data may also optionally be monitored, such as video and audio data transmissions. The monitor component of the NiceLogTM product includes a recording function to record these voice and other types of data transmissions. For example, the recording function may be manually activated to start recording. Further details may be found in the User's Manual of the NiceLogTM product.
Recording device 24 is preferably in communication with a recording agent 26 for controlling the process of recording, although optionally both recording device 24 and recording agent 26 may be present in a single device, although separate devices are preferred. Alternatively, recording device 24 may optionally perform all of these functions. Recording agent 26 is preferably operated as a software module by a computational device 28. According to the present invention, upon initiation of the IP multimedia session, recording agent 26 determines that the session has been initiated and directs recording device 24 to record the session. Optionally, only certain sessions are recorded. In order to support recording, the multimedia session is constructed as a conference call, and recording device 24 then becomes a participant in that conference call.
FIG. 1 shows one exemplary implementation for supporting these functions. As shown, LAN 14 also optionally and preferably is connected to a conference controller 30, such as an MCU for example. Conference controller 30 establishes the conference call. Preferably, LAN 14 connects to a gatekeeper 32 according to the H.323 protocol, which translates telephone numbers to IP addresses, and therefore enables the initiating device to locate the other communication device (if present on LAN 14). A non-limiting example of gatekeeper 32 is the MCS 7820 product (Cisco Inc., San Jose, Calif., USA). Gatekeeper 32 may optionally be assisted in performing IP address resolution by a DHCP server (not shown), which is connected to LAN 14. DHCP server assigns IP addresses to IP telephone 12 and to other IP telephones and devices; the assigned addresses are then passed to gatekeeper 32 for performing IP address resolution.
For the first example of initiating device previously given, IP telephone 12 on LAN 14 initiates the session, as explained also with regard to the flowchart of FIG. 2, showing an exemplary method according to the present invention for recording and/or otherwise monitoring IP multimedia sessions. For example, IP telephone 12 may contact gatekeeper 32 to initiate the session with an IP telephone 34 on computational device 28 in stage 1. Both participants are therefore connected through LAN 14.
In stage 2, the control path is established by gatekeeper 32, for example according to the H.323 protocol, in order for the IP session to be initiated. In stage 3, if recording device 24 is not present and/or operational, preferably the normal IP communication session is enabled with IP telephone 34. Alternatively, if recording device 24 is present, then recording agent 26 preferably identifies the incoming request to initiate the session.
In stage 4, a recording agent control module 36, shown with regard to FIG. 1, preferably controls the conference call recording. Optionally and more preferably, recording agent control module 36 sends a request to initiate the conference call to gatekeeper 32. This request preferably includes a request to include recording device 24 in the conference call.
In stage 5, gatekeeper 32 sends a request to conference controller 30 to initiate the IP multimedia session, with recording device 24 as a participant thereof In stage 6, conference controller 30 initiates the conference call between IP telephone 12 and IP telephone 34. In stage 7, recording device 24 is preferably added to the conference call.
A similar operation is performed if the session is to be established with IP telephone 16 on WAN 18. As shown in FIG. 1, WAN 18 is optionally connected to LAN 14 through a router 38 (LAN 14 may optionally feature a hub 40).IP telephone 12 may again initiate the session by contacting gatekeeper 32; the remaining stages are performed substantially as previously described. Alternatively, IP telephone 16 may initiate the session. In order for IP telephone 16 to initiate the session and the recording, preferably IP telephone 16 features recording agent 26 and recording agent control module 36 as part of a single device. It should be noted that only one of IP telephone 12 and IP telephone 16 requires recording agent 26 and recording agent control module 36, operated directly by the IP telephone itself (in the case of a “smart telephone” ), or alternatively operated by a computational device which also operates the IP telephone, in order for the session to be recorded.
The operation is preferably adjusted somewhat if a telephony device 20 communicating through a PSTN 22 is contacted by IP telephone 12 to initiate the multimedia call and/or if telephony device 20 initiates the call. In both cases, communication to and from telephony device 20 passes through a gateway 42, for example in order to translate regular PSTN 22 communication to IP-based communication, such as H.323 protocol-based communication for example. Gateway 42 then preferably contacts gatekeeper 32 in order for telephony device 20 to be recognized as a participant in the session. The remaining functions are similar to those shown in FIG. 2. Gateway 42 may optionally be implemented as a Cisco Internet Router 3620, for example (Cisco Inc., San Jose, Calif., USA).
FIG. 3 shows a flow diagram of an optional flow of operations according to the present invention. As shown, IP telephone 12 initiates the session, through gatekeeper 32, to IP telephone 34. The session is implemented as a conference call. Conference controller 30 enables recording device 24 to participate in the conference call, as well as preferably enabling the conference call itself It should be noted that typically that only information passing through arrows “A” and “B”, from each of IP telephone 12 and IP telephone 34 respectively, is recorded. Also, optionally and preferably, recording device 24 only receives communication through arrow “C”.
For this implementation, recording device 24 preferably has at least one, and more preferably a plurality of, reserved telephone numbers which correspond to actual telephone lines. Video and/or audio data may optionally be captured according to the RTP (real time protocol) protocol.
FIG. 4 shows another exemplary system 44 according to the present invention for selective recording of sessions. Similar components to FIG. 1 retain the same numbering. Now, recording device 24 is preferably contained within a selective recorder 46, which also features a scheduler 48. Scheduler 48 may optionally be manual or automatic. For the latter implementation, scheduler 48 may optionally analyze information about the IP multimedia session, such as the identity of the initiating and/or receiving device, in order to determine whether the session should be recorded. For the manual implementation, the user at the receiving and/or initiating IP telephony device may optionally determine whether the session should be recorded.
FIG. 5 shows a flowchart of another exemplary method according to the present invention, with regard to the implementation of the present invention with a “hunt group”. As previously described, hunt groups use a plurality of virtual telephone numbers rather than fixed telephone lines that are reserved for particular telephone numbers. The present invention supports recording and/or otherwise monitoring IP multimedia sessions with such hunt groups as shown in FIG. 5.
This preferred method is similar to that of FIG. 2 for stages 1–4. In stage 5, however, the gatekeeper identifies the hunt group which has been called.
In stage 6, the gatekeeper searches for a free telephone line within that particular hunt group. In stage 7, the conference call is established through the conference controller, and the recording device joins the conference call in stage 8, as previously described.
According to optional but preferred implementations of the present invention, any of the above embodiments may be optionally implemented with a “smart” telephone device in place of the computational device for operating the recording agent and/or the recording agent control module 36.
While the invention has been described with respect to a limited number of embodiments, it will be appreciated that many variations, modifications and other applications of the invention may be made.

## Claims

1. A method for recording at least a portion of a plurality of IP data sessions each being between at least a first communication device and a second communication device through a network by a remotely located recording device, comprising for each IP data session:
initiating the data session by said first communication device and establishing a connection with said second communication device;
implementing the data session as a conference call through a conference controller in response to initiating the data session such that said first and second communication devices are respectively first and second participants;
using the conference controller, entering the remotely located recording device to said conference call as an additional participant, wherein the remotely located recording device receives as the additional participant at least the portion of the data session from each of the first and second participants; and recording the data session received as the additional participant of said conference call using said recording device.

2. The method of claim 1, wherein the data session is an IP telephony session.

3. The method of claim 2, wherein initiating the data session is detected by a recording agent, and said recording agent contacts the recording device.

4. The method of claim 2, wherein the recording device joins the data session through a hunt group.

5. The method of claim 4, including the additional step of the gatekeeper identifying the hunt group.

6. The method of claim 5, including the additional step of the gatekeeper searching for a free line within the identified hunt group.

7. The method of claim 1, wherein the data session is an IP multimedia session.

8. The method of claim 7, wherein initiating the data session is detected by a recording agent, and said recording agent contacts the recording device.

9. The method of claim 7, wherein said first communication device is a gateway for receiving communication through a PSTN.

10. The method of claim 1, wherein said conference controller is a MCU.

11. The method of claim 1, wherein the step of entering the recording device to said conference call is in response to a command that the data session is to be recorded.

12. The method of claim 11, including the additional step of providing the command from a scheduler.

13. The method of claim 12, including the additional step of locating the scheduler with the recording device.

14. The method of claim 12, including the additional step of analyzing information about the IP data session at the scheduler to determine whether the IP data session is to be recorded.

15. The method of claim 14, wherein the information includes the identity of at least one of the first and second communication devices.

16. The method of claim 1, including the additional step of permitting a user of at least one of the first and second communication devices to determine whether the session is to be recorded prior to entering the recording device as the additional participant.

17. The method of claim 1, wherein the connection with the second communication device is established by passing IP addresses to a gatekeeper for performing IP address resolution and connecting to a device associated with the resolved IP address.

18. The method of claim 1, wherein the conference controller implements said conference call in response to a request to initiate the conference call.

19. The method of claim 18, wherein the request is from at least one of the recording device, the first communication device, the second communication device, and an other component on the network.

20. A system for recording an IP communication session through a network, comprising:
(a) a first communication device for initiating the IP communication session;
(b) a second communication device connected as a communication participant in the IP communication session;
(c) a conference controller for implementing the IP communication session as a conference call; and
(d) a recording device remote from the first communication device and the second communication device and connected as an additional communication participant in said conference call by the conference controller to receive as the additional participant at least the portion of the IP communication session from each of the first and second communication devices, thereby to enable said recording device to record the IP communication session received as the additional participant of said conference call.

21. The system of claim 20, further comprising a second communication device for participating in the IP communication session through said conference call, wherein said first communication device is located on a separate network portion from said second communication device.

22. The system of claim 21, wherein said separate network portion is a different network segment.

23. The system of claim 21, wherein said separate network portion is a different network.

24. The system of claim 20, wherein said conference controller is a MCU.

25. The system of claim 20, further comprising:
(e) a gatekeeper for receiving said request from said first communication device to initiate the IP communication session and for sending a request to said conference controller to initiate said conference call.

26. The system of claim 25, further comprising:
(f) a recording agent for controlling said recording device.

27. The system of claim 25, wherein the gatekeeper passes the communication session to the recording device.

28. The system of claim 26, further comprising:
(g) a recording agent control module for initiating participation of said recording device in said conference call.

29. The system of claim 26, wherein said recording device and said recording agent are implemented in a single device.

30. The system of claim 26, further comprising a telephone device connected to said gatekeeper through a PSTN for participating in the IP communication session as one of the first and second communication devices.

31. The system of claim 30, further comprising a scheduler for determining whether the IP communication session is recorded, said scheduler controlling said recording device.

32. The system of claim 31, wherein said conference controller is a MCU.

33. The system of claim 31, wherein the scheduler analyzes information about the IP multimedia session to determine whether the IP communication session is to be recorded.

34. The system of claim 33, wherein the information includes the identity of at least one of the first and second communication devices.

35. The system of claim 20, wherein the recording device is present on the IP network with the conference controller.

36. The system of claim 20, wherein the conference controller enables the recording device to participate in the conference call, and wherein the recording device receives communication exclusively through the conference controller.